Bookkeeping Close
Runs small and midsize business bookkeeping operations - categorizes bank and card transactions to a chart of accounts, reconciles a bank or card statement against the ledger, works a month-end close checklist, and produces a close package for the accountant. Works from QuickBooks Online, Xero, bank CSV/OFX, or Mercury exports, and from the Xero, QuickBooks, or Mercury connectors when present. Use it whenever the user says "reconcile", "bank rec", "categorize transactions", "month end close", "close the books", "books don't match the bank", "reconciliation is off by", "uncategorized expenses", or shares a QuickBooks or Xero export or a bank statement CSV, even if they do not name the task. Never plugs a difference; every unreconciled dollar is explained or listed.
Security AStatic scan found no risk patternsHow grading works ›
From the source SKILL.md
A reconciliation proves that the books and the bank agree once timing is accounted for. Models get this wrong in predictable ways: they flip signs, treat an uncleared check as an error, count a transfer between the business's own accounts as income, miss a transaction imported twice, and force the rec to zero with an adjustment. This skill exists to prevent each of those. The deterministic matching lives in scripts/reconcile.py; the judgment lives here.
What this skill does
Bookkeeping Close is a community-contributed Claude Code skill in the integrations sub-category. It ships as a SKILL.md file that Claude Code auto-discovers under ~/.claude/skills/bookkeeping-close/ and loads when your prompt matches the skill's trigger.
Who uses this skill
The Bookkeeping Close Claude Code skill is built for Claude Code users and developers across all disciplines looking for general-purpose AI assistance. It's part of ClaudSkills (also referred to as Claude Skills or Claude Code Skills) — the open community-curated registry of 201,000+ SKILL.md files for Anthropic's Claude Code agent and the wider Claude ecosystem (Claude API, Claude Agent SDK).
How to install
Free
Manual install (2 steps)
mkdir -p ~/.claude/skills/bookkeeping-close
curl -L https://claudskills.com/skills/bookkeeping-close/SKILL.md \
-o ~/.claude/skills/bookkeeping-close/SKILL.md
Or just download SKILL.md directly and drop it into ~/.claude/skills/bookkeeping-close/. Claude Code auto-discovers it on next session.
Skills live at ~/.claude/skills/bookkeeping-close/SKILL.md on macOS/Linux, or %USERPROFILE%\.claude\skills\bookkeeping-close\SKILL.md on Windows. See the full install guide for step-by-step instructions.
Telegram
📱 Install from your phone or desktop Telegram
Open @claudskills_bot on Telegram, tap Open Desktop App, and the desktop app installs this skill for you. Or share the bot link with a colleague — they get the same one-tap install. Learn more →
Pro
One-click install via the desktop app
The ClaudSkills desktop app installs any skill directly into ~/.claude/skills/ with one click — no terminal required. Pro starts at $9/mo or $149 lifetime.
Pro
For the full experience including quality scoring and one-click install features for each skill — upgrade to Pro.
Frequently asked questions
How do I install the Bookkeeping Close Claude Code skill?
Install via the ClaudSkills desktop app (one click) or copy
SKILL.md from the source repository to
~/.claude/skills/bookkeeping-close/SKILL.md and restart Claude Code. Both flows are detailed at
claudskills.com/install/.
What does the Bookkeeping Close skill do?
Runs small and midsize business bookkeeping operations - categorizes bank and card transactions to a chart of accounts, reconciles a bank or card statement against the ledger, works a month-end close checklist, and produces a close package for the accountant. Works from QuickBooks Online, Xero, bank CSV/OFX, or Mercury exports, and from the Xero, QuickBooks, or Mercury connectors when present. Use it whenever the user says "reconcile", "bank rec", "categorize transactions", "month end close", "close the books", "books don't match the bank", "reconciliation is off by", "uncategorized expenses", or shares a QuickBooks or Xero export or a bank statement CSV, even if they do not name the task. Never plugs a difference; every unreconciled dollar is explained or listed.
Is this skill free to install?
Yes. ClaudSkills is an open registry — every skill keeps its source repository's license, and manual install via copy is free. ClaudSkills Pro ($9/mo, $79/yr, or $149 one-time) adds one-click install via the desktop app and a multi-signal Quality Score.
When should I use the Bookkeeping Close skill?
Use Bookkeeping Close when your Claude Code task falls under the General category — specifically in the integrations area. Claude Code auto-discovers installed skills and invokes the right one based on the task description, so you can also ask Claude directly (e.g. "use Bookkeeping Close" or describe the task and let Claude pick). Browse related skills at
/category/general/.
What is a Claude Code skill and how does the Bookkeeping Close skill fit in?
A Claude Code skill is a
SKILL.md file that lives under
~/.claude/skills/<name>/ and tells the Claude Code CLI agent how to perform a specific task (instructions, prompts, allowed tools). Skills are auto-discovered at session start. Bookkeeping Close is one of 67,000+ skills indexed in the open ClaudSkills catalog, classified under the General category. Learn more at
/learn/what-is-a-claude-skill/.
Attribution & license
Cite this skill
If you reference this skill in a blog post, paper, or documentation, you can cite it as:
APA
OneWave-AI. (2026). Bookkeeping Close [Claude Code skill]. ClaudSkills. https://claudskills.com/skills/bookkeeping-close/
BibTeX
@misc{bookkeeping-close-2026,
author = {OneWave-AI},
title = {Bookkeeping Close [Claude Code skill]},
year = {2026},
publisher = {ClaudSkills},
url = {https://claudskills.com/skills/bookkeeping-close/}
}Embed this skill
Promote, attribute, or link this skill from your own README, blog post, or documentation. All three snippets are free to use — no sign-up, no API key. More distribution surfaces →
Badge
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<script>
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<iframe>
<iframe src="https://claudskills.com/embed/bookkeeping-close.html" width="100%" height="160" frameborder="0" loading="lazy" title="ClaudSkills: Bookkeeping Close"></iframe>
Security scan
Grade A · scanned 2026-10-04 — free static scan against the OWASP Agentic Skills Top 10.
No risk patterns were found in any of the ten OWASP-aligned categories. How grading works ›
- ✓ Prompt injection
- ✓ Data exfiltration
- ✓ Supply chain
- ✓ Reverse shell
- ✓ Credentials
- ✓ Execution
- ✓ Filesystem
- ✓ Persistence
- ✓ Obfuscation
- ✓ Network
Show this grade on your repo (click to copy):
[](https://claudskills.com/skills/bookkeeping-close/#security)
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